Workflow Automation & Business Process Improvement

Many small businesses gradually build processes over time.

Someone creates a spreadsheet.

Someone else adds another spreadsheet.

Invoices arrive through email.

Receipts sit in a drawer.

Approvals happen through text messages.

Eventually, everyone is doing extra work without really knowing why.

What We Look At

Depending on the business, we may look at:

• invoice processing

• supplier bills

• expense capture

• approvals

• bank feeds

• reconciliations

• payroll workflows

• reporting processes

• document storage

• accounting-system integrations.

What Is the Goal?

Not automation for the sake of automation.

The goal is:

• less repetitive work

• fewer errors

• clearer responsibilities

• more reliable information

• more time for important business activities.

Automation can help reduce repetitive administration, but it doesn't replace good judgement or appropriate review.

A Simple Example

If supplier invoices are being received through several email accounts, manually saved, entered into accounting software and then separately sent for approval, there may be opportunities to simplify that process.

The objective isn't necessarily to replace everyone involved.

It is to remove unnecessary steps.